Tutorials
How to create a seller report
by Matt Hayter|
May 23, 2025

🧾 How to Create a Propalt Seller Report

After years of helping agents book more valuations, we’re now helping you win them. Here’s how to create your first Seller Report in Propalt.

Navigation Menu

🧭 1. Find Seller Reports in the Navigation Menu

You’ll notice a new option in your left-hand navigation: Seller Reports.

  • Hover over it
  • Click Seller Reports to open the dashboard

This screen will display all your previously generated reports. If it’s your first time, the page may look a little empty — let’s change that.

➕ 2. Click "Create Report"

In the top-right corner, click the Create Report button.

  • Enter the property address for the upcoming valuation
  • Add the vendor’s name so you can personalise the report

🏡 3. Confirm Property Details

We’ll pre-populate key property information where we can.

  • Review and update fields like beds, baths, and tenure
  • Once ready, click Generate to create the draft report

✏️ 4. Edit Your Report

Almost every section of the report is editable.

  • Simply click any text or image to make changes
  • Updates to personal info (like your name or contact details) will prompt you to update your Account Settings

Pro Tip:

Each report page includes a QR code. This links to your website — you can update this URL via Account Settings as well.

📊 5. Customise Comparables and Planning Data

In the Comparables and Planning Applications sections:

  • Swap out properties or planning applications using the dropdown
  • When you change comparables, you’ll be prompted to regenerate the AI summary — use this as-is, or overwrite with your own version
Customising Comparables and Planning Data

🧮 6. Review Your Appraisal

We’ll provide a suggested valuation, but you’re the local expert.

Edit the Appraisal & Valuation section to suit your strategy and knowledge of the area.

🧍 7. Personalise the "About the Agent" Page

This section automatically pulls in:

  • A couple of your live listings
  • A placeholder for the “Coming Soon” property you're appraising

If no listings appear, check that your coverage area is correctly set in your account.

🌟 8. Add Your Agent Bio and Reviews

In the About Us section:

  • Write a short agent bio
  • Choose the best reviews to show vendors why you’re the agent for the job

🙈 9. Hide Unnecessary Pages

Tailor the report to each instruction.

On the left-hand side, click Hide next to any section you don’t want to include.

✅ 10. Save and Manage Your Report

Once you’re happy with your changes, click Save & Close to return to the dashboard.

On the right-hand side of each report, click the three vertical dots to:

  • Preview
  • Download (for print)
  • Copy link (to share digitally)
  • Edit
  • Delete

And that’s it! You’ve built a custom Seller Report ready to impress on your next valuation.

Let us know what you think, and good luck winning the instruction!

 

Unlock Seller Market Reports today!
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